How can you avoid running out of money in retirement and still live the life you want? In this episode, we break down the most important strategies for sustainable retirement spending. You’ll learn how retirement spending actually works in real life and why your financial plan needs to adjust as your lifestyle and health change over time. Whether you’re a do-it-yourself planner or prefer to delegate, you’ll walk away with practical steps for knowing your expenses, stress-testing your plan, and creating a retirement strategy that helps you spend confidently without fear of running out.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/c2r2hsp9 

Is Social Security really running out of money, or is that just a headline meant to scare you? In this episode, we cut through the noise to uncover the truth about its future, its viability, and how it actually works. You’ll learn how to separate political fear tactics from the facts, why the “trust fund bankruptcy” story isn’t the whole picture, and how your claiming strategy could mean hundreds of thousands of dollars gained or lost over your lifetime.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/4cr6bm56 

Are you wondering what the sweeping changes brought by the recently passed "One Big Beautiful Bill Act" (OBBBA) are? In this episode, we break down the new legislation, providing a clear overview of how it impacts individual income taxes, business provisions, and specific deductions. We'll explain the intricacies of standard deductions, the nuances of phase-outs (and why they're usually bad news!), and the critical updates to the State and Local Tax (SALT) deduction.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/bdfkfk8k 

What do you do when your aging parent needs care, but you live across the country and don’t know where to start? In this episode, Casey Rausin, RN, CCM, and CEO of HOMECAREceo Forum, joins the show to help answer that question. With decades of experience in advanced aging and lifecare planning, Casey breaks down how her team acts like a “healthcare advisor,” helping families proactively manage aging-related care before it becomes a crisis. You’ll learn why executive functioning is often the first red flag in elderly decline, why it's critical to know your parents’ care team (just like you'd know their financial advisor or attorney), and how to approach care from a preventative, not reactive, mindset.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/mw2j9fyn 

Is Medicare more confusing than it should be? If you're nearing retirement or thinking about leaving your job early, the healthcare piece can feel overwhelming and expensive. In this episode, we sit down with Cole Craven, co-founder of Move Health, to demystify the complexities of Medicare, healthcare costs, and early retirement planning. Listen in to learn how to time your enrollment correctly, what your healthcare options are if you want to retire before 65. and more. 

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/3v67de6s

Does the phrase “long-term care” make you cringe? If so, you’re not alone, but it’s something we all need to think about eventually. In this episode, we sit down with Amy Arnett, VP of Insurance Solutions at DPL Financial Partners, who brings 36 years of experience in the insurance world to help us understand the evolving landscape of long-term care options. Listen in to learn why insurance isn’t all or nothing anymore and how you can now tailor coverage to your needs and budget.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/k4c9wv6u 

What is a Market-Based Cash Balance Plan (MBCBP), and why is it becoming the go-to retirement vehicle for pilots at major airlines like Delta? In this episode, we explain what an MBCBP actually is, how it's different from a pension or 401(k), how the investments work, and why pilots need to understand this model to make smart retirement decisions. You’ll hear how funds are pooled, what kind of returns to expect and why the guarantee provided by the airline makes this a powerful planning tool.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/mwk4w2d4 

Can a mindset of gratitude really change your financial life? In this episode, we explore how the power of gratitude directly influences your outlook, your decisions, and ultimately, your financial success. You'll learn why slowing down to reflect on what you’re thankful for can actually sharpen your focus and guide you toward a more meaningful retirement. Gratitude isn't just a feeling; it’s a practice that creates clarity, helps you define what really matters, and strengthens your ability to handle life’s challenges with resilience.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/ybx77hbr 

What if you're about to retire—and the market takes a nosedive? For those in their 60s, looking toward retirement at 65, market volatility can feel like a punch to the gut. In this episode, we dive into how to confidently retire into a turbulent market, what lessons we’ve learned from past downturns, and why market dips aren’t as rare—or as disastrous—as they seem. You'll learn why diversification matters, how to assess your true financial risk, and what practical steps you can take right now to protect your retirement plans.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/bdf6edab 

What do you do when the world feels unpredictable—and your financial future even more so? In this episode, we’re diving into how pilots can mentally and financially prepare for uncertain times. From industry shake-ups to unexpected announcements from new governments, uncertainty is the only constant. But it's not the events themselves that rattle the market—it’s the surprise factor. Listen in to learn why mindset matters just as much as money, and how to develop habits that help you thrive—not just survive—when markets get shaky.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/pppbw5j3